A detailed history of Ever Source Wealth Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,017 shares of D stock, worth $486,225. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,017
Previous 2,970 237.27%
Holding current value
$486,225
Previous $146,000 236.99%
% of portfolio
0.04%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$44.15 - $49.19 $311,125 - $346,641
7,047 Added 237.27%
10,017 $492,000
Q4 2023

Feb 09, 2024

BUY
$39.53 - $49.47 $38,541 - $48,233
975 Added 48.87%
2,970 $139,000
Q3 2023

Nov 03, 2023

BUY
$44.14 - $54.45 $8,960 - $11,053
203 Added 11.33%
1,995 $89,000
Q2 2023

Aug 04, 2023

BUY
$49.02 - $58.68 $23,480 - $28,107
479 Added 36.48%
1,792 $92,000
Q1 2023

May 11, 2023

SELL
$52.22 - $63.64 $40,000 - $48,748
-766 Reduced 36.84%
1,313 $73,000
Q4 2022

Feb 09, 2023

BUY
$57.96 - $71.5 $52,337 - $64,564
903 Added 76.79%
2,079 $127,000
Q3 2022

Nov 07, 2022

BUY
$69.11 - $85.65 $31,168 - $38,628
451 Added 62.21%
1,176 $81,000
Q2 2022

Aug 01, 2022

BUY
$73.41 - $88.38 $6,093 - $7,335
83 Added 12.93%
725 $59,000
Q1 2022

May 25, 2022

SELL
$77.16 - $85.43 $9,027 - $9,995
-117 Reduced 15.42%
642 $55,000
Q4 2021

Feb 07, 2022

BUY
$70.85 - $78.57 $53,775 - $59,634
759 New
759 $60,000

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $40.4B
  • Description
  • Dominion Energy, Inc. produces and distributes energy in the United States. The company operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million re...
More about D
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